How to Build a Management Dashboard with SharePoint
Dux Raymond Sy, PMP
Presentation Objectives
After completing this presentation, you will learn how
SharePoint can be leveraged to build a management dashboard by:
Displaying relevant reports with custom views Developing visually relevant key performance indicators (KPI) using out of the box tools and/or third party products Automate status reporting with SharePoint alerts
Dux Raymond Sy, PMP
Managing Partner, Innovative-E, Inc. Author, “SharePoint for Project Management” by O’Reilly Media Contract Author & Instructor, Learning Tree International For more information, connect with Dux E-Mail: dux.sy@innovative-e.com LinkedIn: meetdux.com/li Blog: meetdux.com Twitter: twitter.com/meetdux
Agenda
What is a Management Dashboard? Identify Metrics Create SharePoint Lists Displaying Visual Indicators with Web Parts Automated Notification with Alerts Questions and Answers
Management Dashboard
A management reporting tool that is used to Provide interactive summary of a management report Consolidates, aggregates, and arranges measurements in a visual representation Displayed on a single screen so information can be monitored at a glance
Why SharePoint?
Built-in capabilities to easily create dashboards
Examples: Recovery.gov + VDOT
4 Steps to Create a Dashboard in SharePoint
1. Identify Metrics 2. Create SharePoint Lists 3. Deploy Visual Indicators with Web Parts 4. Automate Notification with Alerts
Agenda
What is a Management Dashboard? Identify Metrics Create SharePoint Lists Displaying Visual Indicators with Web Parts Automated Notification with Alerts Questions and Answers
#1: Identify what you want to measure
What critical elements of your organization do you measure? Schedule Budget Risks Performance _______________________
The only man who behaved sensibly was...
